Financial Advisors driven by entrepreneurship, sales, building lasting relationships and a strong desire
organization's mission, vision, and values.
Financial Advisors driven by entrepreneurship, sales, building lasting relationships and a strong desire
Do you have an Entrepreneurship spirit? Do you want to be your own boss? Do you want to have no ceiling to your earnings potential? Make your move and become one of Liberty's Financial Advisors. Your journey with Liberty will start with family and end with family. Liberty believes in people who beli
applications and post-implementation reports; Assists with audits and ensures compliance with internal financial systems and controls of the business units; Assist in implementation of new financial systems when financial year-end packs of the general ledger sites; Assist in statutory year-end and tax pack from various
responsible for acquiring new corporate clients, sales pipeline management, stakeholder engagement, and Business/Financial qualification, five years experience in sales within the financial services sector, knowledge
skills.
- Customer-centric mindset with strong sales, analytical, organizational, and people skills.
with business forecasts and budgets. Sales Teams: Assist the Sales teams in the preparation of accurate and rebates. Attend customer meetings with the Sales teams, when appropriate, and translate meeting outcome terms; Prepare and analyse customer profitability. Assist commercial teams in negotiations with key customers performance evaluations; Prepare monthly commentary on sales variances versus forecast. Identify any risks or Prepare the KAMs' Incentives on a quarterly basis; Assist with all ad hoc queries / audits where applicable
and collecting monies in a professional manner Assist in categorising the customer base Allocation of and discounts Recons and payment plan submissions Assist customers in admin and credit queries Bad debt process General Administration Interact with reps and sales team on queries and dunning procedures Process SAP Management High level of experience in working with Sales staff/Operational/Financial Staff Legal process